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American Electric Power

1,275 hedge funds and large institutions have $29.3B invested in American Electric Power in 2023 Q3 according to their latest regulatory filings, with 117 funds opening new positions, 497 increasing their positions, 441 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $301M | Put options by funds: $149M

13% more repeat investments, than reductions

Existing positions increased: 497 | Existing positions reduced: 441

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

1.59% more ownership

Funds ownership: 74.09%75.67% (+1.6%)

3% less funds holding

Funds holding: 1,3081,275 (-33)

9% less capital invested

Capital invested by funds: $32.1B → $29.3B (-$2.84B)

12% less first-time investments, than exits

New positions opened: 117 | Existing positions closed: 133

Holders
1,275
Holders Change
-33
Holders Change %
-2.52%
% of All Funds
20.23%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
117
Increased
497
Reduced
441
Closed
133
Calls
$301M
Puts
$149M
Net Calls
+$153M
Net Calls Change
+$49.8M
Name Holding Trade Value Shares
Change
Change in
Stake
IAA
426
Independent Advisor Alliance
North Carolina
$1.68M +$1.26M +15,489 +227%
SWP
427
Strategic Wealth Partners
Ohio
$1.67M -$328K -4,034 -15%
TA
428
TFG Advisers
Michigan
$1.67M -$30K -369 -2%
Brown Advisory
429
Brown Advisory
Maryland
$1.66M +$197K +2,415 +12%
1832 Asset Management
430
1832 Asset Management
Ontario, Canada
$1.64M +$45.9K +564 +3%
Axa
431
Axa
France
$1.62M +$387K +4,759 +28%
Allianz Asset Management
432
Allianz Asset Management
Germany
$1.62M -$2.76M -33,915 -61%
IP
433
Investment Partners
Ohio
$1.62M +$8.63K +106 +0.5%
MLICM
434
Metropolitan Life Insurance Company (MetLife)
New York
$1.6M -$91.1K -1,120 -5%
JPWM
435
Jamison Private Wealth Management
Georgia
$1.59M +$1.72M +21,186 New
AAS
436
Avantax Advisory Services
Texas
$1.58M -$25K -307 -1%
FCB
437
First County Bank
Connecticut
$1.57M -$156K -1,916 -8%
HWM
438
HB Wealth Management
Georgia
$1.56M +$88K +1,081 +5%
NAM
439
NorthCrest Asset Manangement
Minnesota
$1.56M -$6.1K -75 -0.4%
HCM
440
Huber Capital Management
California
$1.56M +$1.68M +20,700 New
SVWAG
441
Sound View Wealth Advisors Group
Georgia
$1.55M +$6.92K +85 +0.4%
HAS
442
HBW Advisory Services
California
$1.54M +$1.67M +20,485 New
RCM
443
Raleigh Capital Management
North Carolina
$1.54M +$20.3K +249 +1%
OAJ
444
Ogorek Anthony Joseph
New York
$1.53M -$22.9K -282 -1%
OIA
445
OneDigital Investment Advisors
Kansas
$1.53M +$803K +9,873 +95%
CFS
446
Commonwealth Financial Services
West Virginia
$1.53M +$1.65M +20,275 New
AIP
447
Ameritas Investment Partners
Nebraska
$1.52M +$231K +2,835 +16%
QCM
448
Quantinno Capital Management
New York
$1.52M +$85.7K +1,053 +6%
TPA
449
Trivium Point Advisory
Connecticut
$1.5M +$12K +148 +0.7%
IA
450
Icon Advisers
Colorado
$1.49M

AEP Hedge Fund Activity: Q3 2023 in Review

1,275 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q3 2023, worth a combined $29.3B — down 8.8% from $32.1B a quarter earlier.

Sellers outnumbered buyers: 133 funds closed out of AEP and 117 opened new positions — a net loss of 16 holders — while 441 trimmed existing stakes and 497 added.

The largest buyer was Wellington Management Group, adding an estimated $292M. The largest seller was Ameriprise, cutting an estimated $169M.

  • 1,275 institutional investors held American Electric Power (AEP) as of Q3 2023, down from 1,308 in Q2 2023.
  • Funds reported $29.3B of American Electric Power stock for Q3 2023, down 8.8% quarter-over-quarter.
  • 117 funds opened new American Electric Power positions in Q3 2023 and 133 closed out, a net change of -16 holders.
  • The largest American Electric Power buyer in Q3 2023 was Wellington Management Group, an estimated $292M added.
  • The largest American Electric Power seller in Q3 2023 was Ameriprise, an estimated $169M sold.

Based on aggregated 13F filings for Q3 2023.